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iShares Russell 2000 Growth ETF

831 hedge funds and large institutions have $9.07B invested in iShares Russell 2000 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 242 increasing their positions, 282 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.42% more ownership

Funds ownership: 85.51%90.93% (+5.4%)

7% less funds holding

Funds holding: 897831 (-66)

14% less capital invested

Capital invested by funds: $10.5B → $9.07B (-$1.48B)

14% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 282

20% less funds holding in top 10

Funds holding in top 10: 3024 (-6)

42% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 123

44% less call options, than puts

Call options by funds: $305M | Put options by funds: $547M

Holders
831
Holders Change
-66
Holders Change %
-7.36%
% of All Funds
13.11%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.38%
New
71
Increased
242
Reduced
282
Closed
123
Calls
$305M
Puts
$547M
Net Calls
-$243M
Net Calls Change
+$40.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$829M -$58.6M -229,055 -7%
Morgan Stanley
2
Morgan Stanley
New York
$789M +$26.7M +104,241 +3%
Toronto Dominion Bank
3
Toronto Dominion Bank
Ontario, Canada
$499M +$38.4M +150,003 +8%
TF
4
TIAA FSB
Florida
$463M +$7.03M +27,454 +2%
Goldman Sachs
5
Goldman Sachs
New York
$462M +$6.09M +23,790 +1%
Wells Fargo
6
Wells Fargo
California
$410M -$129M -502,251 -24%
B
7
Barings
North Carolina
$349M +$16.3M +63,500 +5%
BNP Paribas Financial Markets
8
BNP Paribas Financial Markets
France
$252M +$155M +606,281 +160%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$251M +$1.02M +3,997 +0.4%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$216M -$6.68M -26,107 -3%
APF
11
Alaska Permanent Fund
Alaska
$196M +$197M +767,833 New
UBS Group
12
UBS Group
Switzerland
$190M +$6.36M +24,857 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$181M -$292M -1,141,000 -62%
CK
14
Cohen Klingenstein
New York
$151M +$81.9K +320 +0.1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$146M +$19M +74,073 +15%
M&T Bank
16
M&T Bank
New York
$123M +$5.53M +21,590 +5%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$119M +$8.08M +31,550 +7%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$116M +$3.21M +12,537 +3%
Northern Trust
19
Northern Trust
Illinois
$116M -$9.77M -38,189 -8%
Citigroup
20
Citigroup
New York
$112M -$19.7M -77,137 -15%
JP Morgan Chase
21
JP Morgan Chase
New York
$102M -$29.2M -114,226 -22%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$101M -$12.5M -49,013 -11%
DADC
23
D.A. Davidson & Co
Montana
$92M +$6.28M +24,552 +7%
US Bancorp
24
US Bancorp
Minnesota
$90.2M -$7.55M -29,485 -8%
Financial Engines Advisors
25
Financial Engines Advisors
California
$86.6M +$10.7M +41,896 +14%

IWO Hedge Fund Activity: Q1 2022 in Review

831 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2022, worth a combined $9.07B — down 14% from $10.5B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of IWO and 71 opened new positions — a net loss of 52 holders — while 282 trimmed existing stakes and 242 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $824M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $292M.

  • 831 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2022, down from 897 in Q4 2021.
  • Funds reported $9.07B of iShares Russell 2000 Growth ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 71 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2022 and 123 closed out, a net change of -52 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $824M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2022.